How Tracey got here
Tracey Dail is a problem solver who has always loved working with numbers. Her first career was as a high school math teacher where her passion for helping her students—and later clients and coworkers—led her to pursue a master’s degree in accounting. While she earned her master’s, Tracey pursued teaching college-level math at East Carolina University.
Tracey is a PBMares Board Member and is the Coastal Regional Assurance Line Leader. She has a penchant for employee benefit plan audits, specifically in the governmental, not-for-profit and hospital space.
How Tracey can help you
With over 22 years of experience, Tracey offers comprehensive audit services for a tapestry of benefit plans, including profit sharing/401(k), health and welfare, and defined benefit plans. In addition to specializing in EBP audits, she has a background in corporate year-end audits in sectors which include manufacturers, large equipment dealerships, energy production, and not-for-profits.
She has managed audits for several different medical centers and large-scale employee benefit plan audits with more than 6,000 participants and over $1 billion in plan assets.
Focus Areas:
Audit & Assurance; Benefit Plan Audits
Industry Area:
Governmental; Not-for-Profit
